What We Give to Wealth Management Firms

Fast growing RIAs need more than a great CRM, they need to consolidate operations, integrate back office and front office functionality, and scale technology across multiple advisors managing multiple client types.

Rep plus app

FIAAS App

Financial Integration as a Service (“FIAAS”), enables firms to consolidate and aggregate all custodial feeds, held away assets, and 3rd party applications into their CRM system.

This is ideal for wealth management firms seeking to take their existing Salesforce Financial Services Cloud CRM and empower it with tremendous financial data and key vendors.

Workflow App

Workflow App is exactly what it sounds like, but hyper tailored for wealth management firms. AppCrown’s workflow supports group assignments, intelligent flow adjustments (mid process to adjust for any real time changes), and a comprehensive master reporting system.

$2 billion+ RIA

“

AppCrown has been our Salesforce integration partner from Day 1. Their expertise, commitment, responsiveness and creative -thinking have been nothing short of exceptional. They have been a true partner in helping us build a world-class CRM perfectly suited for our business and continued growth initiatives. ”